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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,322 | $111,814-68.4% | $93,654-62.3% | $145,959-75.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 6.64% | 203.30%-196.7pp | 133.34%-126.7pp | 561.95%-555.3pp |
| Employer contribution / active EE | $5,412 | $3,092+75.0% | $2,421+123.5% | $4,661+16.1% |
| Participant deferral / active EE | $21,164 | $4,914+330.6% | $4,413+379.6% | $6,689+216.4% |
| Admin fee / account holder | $18,996 | $10,246+85.4% | $8,282+129.4% | $13,398+41.8% |